รายละเอียด Insights

Dino coins are the dark horse of this cycle. Nobody expected a 253% increase in 1 month for $IOTA, 345% for $XLM, and 150% for $ADA. But they did it. What's driving dino coins? @iota in focus ↓ There are several crucial factors that impact the recent price action for dino coins: • Tokenomics & low inflation: The dino tokens have been here for a long time. As a result, in most cases (like $IOTA), their FDV is the same (or almost the same) as market cap, resulting in minimal inflation. In this realm, dino coins are very similar to memecoins that have a significant advantage over the recent low-float & high FDV launches. • OG retail is back. There are many signs that the retail investors entering the market aren't from a new cohort of users. Instead, they are individuals who were active in 2017–2018, when "dino" coins were popular. They remember the alt seasons of that era, and their clear bet is on tokens they are already familiar with. • Dino coins survived several severe winters: Furthermore, dino coins are time tested. IOTA, for example, remains committed to its original vision of enabling Digital Autonomy for Everyone. Importantly, they keep shipping as highlighted by their latest IOTA Rebased release (Parallelized MoveVM & EVM, 50k+ TPS & <500ms finality). • Unit bias: Many OG retail investors now see tokens from 2017–2018 as very cheap. For IOTA, this perception could drive substantial retail interest, particularly because it is priced lower than $XRP and other similar tokens, despite having a comparable narrative. For @iota, this "dino coin" effect is further amplified through product traction. After the Rebase upgrade, IOTA EVM’s TVL has exponentially grown 3x to over $90 million. With a robust infrastructure in place — including @Rabby_io, @PythNetwork's Oracle, and a live bridge via @StargateFinance — new user onboarding is seamless and frictionless, particularly due to IOTA’s EVM compatibility. The adoption is further boosted by some lucrative yield opportunities: • Lending $USDC on @DeeprFinance → 30% APR • LP on @MagicSeaDEX for USDC / USDT → 25% APR • For IOTA/ETH and IOTA solely (when looped) yields go three-digit on @iolendfi. I think that dino coins price action has not reached its peaks now. What do you think? Disclosure: This post is released in a collaboration with IOTA.